How to print a customer statement (invoices, payments, and balances)
Statements are included in inFlow Cloud! The following describes our feature using the customer statements, but please note that the steps are the same for vendor statements too.
This feature is only available on inFlow Cloud for Windows.
inFlow Cloud for Windows
For the moment we will be using the Customer record as an example. From the Customer record, you can click on the Payment History tab to view:
- invoiced orders (uninvoiced orders will not show up unless they have been partially paid)
- customer credits
- payment aging information (the total amount currently due, overdue by 1-30 days, overdue by 31-60 days, and overdue by 61+ days)
You can set the Start Date field at the top of the Payment History screen. Any entries prior to this date will not be shown; instead another entry showing Balance Forward will show the amount due as of the start date. The start date can be set to any date, but we also have a setting named Since Last Statement, which will show the new entries since you last sent a statement to the customer. This date will automatically be updated each time you Print, Save As, or Email a customer statement.
It’s also possible to get the customer statement in a form ready to be sent to your customer by clicking the Print or Email buttons in the toolbar at the top. The Start Date can be changed from the print/email window as well.
In the unlikely event that you have transactions in multiple currencies with an individual customer, there will be separate statements for each currency, and a dropdown to select the currency will appear on the Payment History tab.